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Items

The Planning module has the ability to utilize assemblies, or predefined set of items, for estimating purposes.
 
Navigation Path:  Planning > Setup > Items
Items
 
1

Header Information

Fill in the necessary information: * denotes a required field
  • Description         
  • Item Group
  • Template (required to associate a cost code with the item)
  • Cost Code
2

Save

Click 2. Save to save your record.
3

Search

Click to locate an existing item.
4

Import

An import function is available to set up a list of items.  The following fields are available for import:  Click to import items.
 
 
Browse to the import file and select it.  If not displayed, match the PMWeb field to the Import File field.  Once aligned, import the data.
5

Details

PMWeb allows you to enter in standard units and costs for both estimating and purchasing purposes.  It allows you to designate whether the item is a submittal item or to tag the item with a barcode and associate it with a component in Asset Management.  Complete the sections as needed to form these enter this advanced information.
6

Purchase History

If the item is used in an approved commitment, the information from that commitment, including the project, unit price, extended cost and total cost will be displayed.